Purchases and Sales Made in Q1 2025 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.99K+ 3.66% |
$1.02M - $1.1M
|
170K
$30.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.85K+ 8.61% |
$990K - $1.07M
|
73.7K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.84K+ 11.55% |
$989K - $1.07M
|
56.4K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.79K+ 5.23% |
$982K - $1.06M
|
117K
$20.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.77K+ 101.51% |
$978K - $1.06M
|
11.5K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.74K+ 6.4% |
$973K - $1.05M
|
95.5K
$17M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.64K+ 2906.19% |
$955K - $1.03M
|
5.83K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.64K+ 65.35% |
$955K - $1.03M
|
14.3K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.63KNew |
$955K - $1.03M
|
5.63K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.56K+ 17.0% |
$942K - $1.02M
|
38.3K
$6.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.48KNew |
$928K - $1M
|
5.48K
$973K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.45K+ 11.33% |
$923K - $996K
|
53.5K
$9.51M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.44K+ 22.47% |
$921K - $994K
|
29.6K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
5.44K+ 43.89% |
$921K - $994K
|
17.8K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.42KNew |
$919K - $992K
|
5.42K
$963K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.39K+ 0.55% |
$914K - $986K
|
990K
$176M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.38K+ 2.28% |
$912K - $984K
|
242K
$42.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.35K+ 6.62% |
$906K - $978K
|
86.1K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
5.31K+ 18.82% |
$899K - $970K
|
33.5K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
5.3K+ 13.08% |
$898K - $970K
|
45.9K
$8.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.29K+ 16.1% |
$896K - $967K
|
38.1K
$6.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.28K+ 12.34% |
$894K - $965K
|
48K
$8.53M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 339.39% |
$883K - $953K
|
6.75K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
5.2K+ 36.91% |
$881K - $951K
|
19.3K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.2K+ 11.28% |
$881K - $951K
|
51.3K
$9.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.11KNew |
$866K - $935K
|
5.11K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 55.39% |
$863K - $931K
|
14.3K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.08K+ 29.72% |
$861K - $929K
|
22.2K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.06K+ 73.03% |
$858K - $926K
|
12K
$2.13M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.05K+ 20.41% |
$855K - $923K
|
29.8K
$5.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
5.04KNew |
$853K - $921K
|
5.04K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.03K+ 26.81% |
$853K - $920K
|
23.8K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.99KNew |
$845K - $912K
|
4.99K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.98K+ 2.56% |
$844K - $910K
|
199K
$35.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
4.95KNew |
$839K - $905K
|
4.95K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
4.92K+ 19.22% |
$833K - $899K
|
30.5K
$5.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.91K+ 6.09% |
$832K - $898K
|
85.6K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.9K+ 3.3% |
$830K - $896K
|
153K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.89K+ 24.56% |
$829K - $894K
|
24.8K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4.85K+ 4.15% |
$822K - $887K
|
122K
$21.6M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.84K+ 22.05% |
$819K - $884K
|
26.8K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4.79KNew |
$811K - $876K
|
4.79K
$851K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.77KNew |
$807K - $871K
|
4.77K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.75KNew |
$805K - $868K
|
4.75K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.7K+ 4.69% |
$797K - $860K
|
105K
$18.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67K+ 20.15% |
$791K - $853K
|
27.8K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.64KNew |
$787K - $849K
|
4.64K
$825K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.64K+ 9.98% |
$786K - $849K
|
51.1K
$9.08M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
4.62K+ 287.62% |
$783K - $845K
|
6.23K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.62K+ 50.12% |
$782K - $844K
|
13.8K
$2.46M
|